Fireside Alpha
@firesidealpha

Summary and synthesis of the best business, technology, and consumer conversations | @firesidetapes for historical archives

 United States
firesidealpha.substack.com
Joined June 2026
1,150 Photos and videos
Put together short recaps on six pods, for the time-strapped builders and investors who want to learn from the best conversations without giving up the hours it takes to follow them all. Or use these links for your gpt/claude, whatever is most helpful.
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Fireside Weekly: Hours of conversations in minutes

For the time-strapped builders and investors who want to learn from the best tech and business conversations without giving up the hours it takes to follow them all. Six episodes I took notes on,

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Simile's Joon Sung Park on the 20VC pod with Harry Stebbings. Putting together a recap to save you time but tbh think it's a must-watch: piped.video/watch?v=ya6D6-Si…

The AI Company Simulating the Entire Economy | Simile Co-founder &...

Joon Sung Park is the Founder and CEO of Simile, the AI simulation ...

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Simile's Joon Sung Park: $300m in Six Months to Model People Who Get Things Wrong

He's on Harry Stebbings' 20VC with a production model that costs a hundredth of what it used to, enterprise deals closing in three months, and a plan to sell a single simulation session at $100
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Fireside Weekly: The Conversations That Mattered This Week

For the time-strapped builders and investors who want to learn from the best tech and business conversations without giving up the hours it takes to follow them all. The top six episodes published

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$LITE's CEO on the shift from copper to optics inside the AI rack: One scale-up rack needs ~8,000 lasers, and he thinks the indium phosphide shortage gets tighter than the one in memory. First deployments in 2H'27.
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Lumentum’s Michael Hurlston: An AI Rack Will Need 8,000 Lasers, and the Industry Can't Make Enough

Lumentum’s CEO Michael Hurlston maps the AI data center as a march from copper to light in four stages, from kilometers of fiber between buildings down to millimeters on the chip, and lays out the

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Jensen Huang at YC Startup School: Three Textbooks from Fry's Fixed NVIDIA

The NVIDIA CEO on learning as the only durable moat, why agents at 80% are already useful, and the $10 billion physical-AI line he calls NVIDIA's next $100 billion business. Make sure to subscribe
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SemiAnalysis & Aria Networks: The 100x Token-Cost Gap Is a Networking Problem

Aria CEO Mansour Karam says the “one general-purpose cluster for everything” era is on its way out. Serving a model, he says, is a totally different business from training one. The price of the same

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Fireside Weekly: The Eight Conversations That Mattered This Week

For the time-strapped builders and investors who want to learn from the best tech and business conversations without giving up the hours it takes to follow them all. The eight best episodes
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Stanley Druckenmiller's Ten Rules for Money Managers (Lost Tree Club Fireside, 2015)

Before jumping into the Druckenmiller piece, a quick intro. This is an ongoing Fireside series chronicling the investing and entrepreneurial greats (so far leaning heavily towards investors),
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Broadcom (Charlie Kawwas): How Custom Silicon Went From Zero to $100bn

Broadcom’s AI chip business was zero five years ago, and next year it clears $100bn. Charlie Kawwas boils the reason down to one idea, which is that the biggest AI labs have been paying Nvidia two

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Bill Ackman x Money Rehab: The Secrets to Investing

Ackman spends his time on Money Rehab telling you what he won't own. He passes on SpaceX, the AI model labs, gold, Bitcoin, and T-bills for one reason, he wants a coupon he can estimate, and he
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Fireworks AI CEO Lin Qiao: A 10x Token-Cost Drop Drives 100x Usage

The Fireworks AI CEO processes 40 trillion tokens a day and thinks the capex-bubble crowd has the arithmetic backwards. This is her on Harry Stebbings' 20VC talking about how her real push is about

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Netflix's Elizabeth Stone: The Rising Hire in the AI Era Is the Systems Thinker

Two and a half years after her last visit to Lenny’s Podcast, Netflix’s Chief Product and Technology Officer walks through what gen AI actually did inside a company of thousands. What follows isn’t
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